1919 REIT Strategy

Seeks capital appreciation and a growing stream of distributable cash flow over a full market cycle by investing in a select portfolio of 20-25 real estate companies with leading competitive positions, quality corporate governance, an ability to generate strong, sustainable cash flows, and that benefit from positive secular industry dynamics.

Our Latest Strategy Materials

Fact Sheet file-pdf REIT Insights file-pdf

Investment Approach

We follow a disciplined and fundamentally driven bottom-up process to identify attractively valued real estate companies and provide:

  1. Practiced investment strategy focused on 20-25 high-quality, market-leading real estate companies

  2. Flexible and fluid approach to subsector positions in a constantly evolving macro environment

  3. Attractive complement to a core investment portfolio that leverages 1919 Investment Counsel's extensive in-house fundamental research capabilities

Disclosure

All investments involve risk, including risk of loss and there is no guarantee investment objectives will be met.